Long View Financial Services, Inc

Long View Financial Services provides personalized, fee-only investment management and financial consulting to individuals, retirement plans, trusts, estates, charitable organizations and small businesses. Like many supported firms, it charges percentage-of-assets advisory fees for discretionary portfolio management and does not sell commission products.

The firm follows a globally diversified, value-oriented, long-term investment approach with relatively low portfolio turnover (typically under 30%), primarily using no-load mutual funds and ETFs and employing a “bucket” approach to manage liquidity needs. Accounts are generally managed on a discretionary basis with trades executed through third‑party custodians (Charles Schwab is the primary custodian) and clients receive custodian statements rather than advisor-produced performance reports.

The brochure discloses a 2006 regulatory action tied to the firm principal’s association with a prior firm, which resulted in a fine and a 14‑day suspension; the principal resigned, founded the current firm, and the brochure reports that the firm itself has had no disciplinary history since its 2006 inception. Noteworthy operational features include a long-tenured CFP designation held by the principal (38 years), a small-scale practice managing roughly 70 households with flexible account minimums, and a stated policy that the firm does not vote client proxies.